Investments Accounts Executive

1 week ago


Leicester, United Kingdom Four squared recruitment Full time

**Job Lead**:

- Harriet Ali
-
01905 783352

**Job Details**:
**Date**:

- 28/02/2024
- **Salary**:

- £24,000 - £30,000
- **Location**:

- Leicester
- **Contract**:

- Permanent
- **Industry**:

- Finance
- **Reference**:

- HA-825
- **Job Description**:
**Investments Accounts Executive**

**24-30k**

**Leicester**

**Why this role?**

We are currently recruiting for an Investment Accounts Executive to work within a well-established Chartered firm of Financial Planners.

**What will you be doing?**

As the Investment Accounts Executive your responsibilities will mostly consist of
- Being the in-house contact for the client, providing a quality administration service in respect of a portfolio of Investment clients
- Liaising with existing providers to arrange transfers
- Maintaining and updating accurate records
- Prepare Valuations and Annual Review Packs for client meetings
- Keep up to date with the global investment markets
- Support the Investment Manager with the assessment of the Capitals Gains Tax position
- Providing information to and liaise with investment providers

**Your background**:
You will ideally have experience within a similar role with experience in Investment client servicing and administration and be looking to be part of a forward thinking and expanding firm.

The salary for this position is £24,000 - £30,000p/a (dependant on experience), this is a full time permanent position. Hybrid working scheme after initial training is complete.

For more information please contact Harriet Ali at Four Squared Recruitment



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